Story
& Team

Werthstein
Institute

Investor
Information

The Werthstein Story

Werthstein GmbH was founded in the summer of 2015 with the purpose of changing the way people invest. We want to make it easier for investors to build a portfolio that reflects their personal interests and beliefs and is constructed according to professional criteria at the same time. Private investors should benefit from diversified portfolio strategies, taking into account that the risk appetite of each person is different.

That’s why Werthstein GmbH offers a discretionary portfolio management solution to its clients which can be customized by each investor very easily. We are convinced that this way of investing will help people to improve their long-term average performance and maintain an interest in their investment portfolio – an important condition to keeping an eye on investments.

We believe that investing should also be exciting and fun. Our clients look for intellectual stimulation, they want to understand what’s trending and, if they see fit, invest. For this reason we have created Werthstein Zeitgeist investments and provide a platform for the independent experts of the Werthstein Institute to express their personal opinions as a matter of guidance to our clients.

The team behind Werthstein GmbH

Managing Director
GILES KEATING

Giles has 30 years of experience at Credit Suisse. Prior to that he was a Research Fellow at the London Business School and worked at the Confederation of British Industry. He spent nearly 20 years on the sell-side and over a decade on the buy-side, with varying responsibilities that included Global Chief Economist, Head of

Executive Manager
FELIX RÖSCHEISEN

Felix has gained many years of experience in wealth management in Germany. He was Chief Operating Officer for the Private Banking business of HypoVereinsbank and gained in-depth understanding about how investment advice is given in today’s banking branches. He has completed a Master’s Degree in Theoretical Physics and got into banking by developing an Internet

Senior Portfolio Manager
STEFAN KLOTZ

Stefan is engaged in investment strategy, portfolio management, asset management and sustainable investment. Starting 2001, he has worked in responsible positions for German private banks which were specialized on asset management. Having enjoyed formal training as banker and economist, he wrote this Ph.D. thesis at the University of Konstanz in econometrics. Together with his family,

Customer Experience Manager
NICOLE MOSCHIN

Nicole is a customer experience specialist with many years experience in designing perfect usability in financial services projects. She was Head of Key Account Management for a leading Fintech company in Switzerland where she successfully managed and implemented projects with major banks and and credit institutions.

Chief Technology Officer
DARIO BERNASCONI

Dario has a long career in technology in a variety of business industries. For the past 15 years, Dario has served as CIO of Georg Fischer Machine Tools, as Group CIO of the Sulzer Group and as IT Director of the Pharmaceutical Wholesaling UK, division of the Walgreens Boots Alliance Group. He studied information science

Junior Portfolio Manager
JOHANNES GAMROTH

Before joining Werthstein, Johannes worked more than three years for a hedge fund in London where he developed investment ideas and hedging strategies for retail customers. He focuses on analysing global market trends and optimising risks in managed portfolios. Johannes studied Economics in Maastricht and Bordeaux. He completed his studies with a master from King’s

Chief Editor
THOMAS KRANCH

Thomas has more than ten years journalistic experience through his work as responsible editor for the business formats at the biggest news channel in Germany, n-tv, Then he changed sides – he became the press officer of a financial services company. For the CFD provider CMC Markets, he was later also responsible for marketing and

Press spokesperson
CHRISTOPH JOHN

For more than 15 years, Christoph has worked as a press spokesperson and head of communication, holding several positions for a leading global insurer, previously as head of communication Asia-Pacific in Singapore and of the global Shared Service Society in Munich. As a trained economist, he specialized in quantitative analysis of microdata during his studies in

Werthstein GmbH has created the Werthstein Institute as a platform to let independent experts express their personal opinions on the development of the capital markets and the specific investment ideas expressed in the Werthstein Zeitgeists.
The Werthstein Institute is comprised of senior experts in developing and managing investment strategies of leading banks, discretionary portfolio managers and family offices. The Werthstein Institute is chaired by Giles Keating, one of the founders of Werthstein AG.

Chairman
GILES KEATING

Giles has held the roles of Global Chief Economist and Global Head of Research at Credit Suisse in the Investment Bank and in Wealth Management, and most recently has been Deputy Global Chief Investment officer for Credit Suisse with some CHF 250bn under management. He has published widely in academic and general media on macroeconomics, financial markets and public policy and has received various awards.

Fellow
VALÉRIE PLAGNOL

Valérie was Chief Economist for several financial institutions in France and abroad. She is a member of the Board of Directors, at Conservateur Finance, a mutual insurance company headquartered in Paris, where she also serves as senior economic advisor. Valérie currently chairs the Société d’Economie Politique (France), and is a member of the scientific committee

Fellow
STEFAN RISSE

Stefan is an independent Finance Expert, and has written various best sellers. From the tender age of 16, he has been interested in the international financial markets.

Fellow
CHRISTINE SHIELDS

Christine is an independent economic advisor, specialising in global macro-economic issues. From 2006 to 2013, Christine ran the Country Risk Research function in Standard Chartered Bank.

Honorary Fellow
ROBERT RUTTMANN

Robert has more than 10 years of investment experience in the world of financial services. He graduated from the University of St. Gallen with an M.Sc. in Banking and Finance and an M.Sc.

Honorary Fellow
ROBERT HALVER

Robert Halver heads the Capital Market Analysis of Baader Bank AG. He gained experience in the field of security analysis and investment strategy since 1990. He is regular contributor to the media and is a highly regarded speaker at conferences and events across Germany. His ‘trademark’ is his clear and understandable language.

Honorary Fellow
BRONWYN CURTIS (OBE)

Bronwin has 17 years of investment experience in the financial services industry. Her previous roles include Head of Global Research, Executive Editor, Senior Adviser to the Head of Global Banking and Markets.

Honorary Fellow
SANJIT TALUKDAR

Sanjit is a pioneer in the fund of hedge funds industry and has many decades experience in the business of multi-family offices. Sanjit worked with leading financial institutions including Credit Suisse First Boston Limited, JP Morgan and Foreign and Colonial Emerging Markets Ltd; where he launched and managed one of the first and largest open-ended

Honorary Fellow
DOMINIK MUELLER

Dominik has more than 10 years of experience as a financial analyst and investment manager. Since 2009 he has been working for the Zurich private bank Rahn + Bodmer Co . His activities included, among other things, the development of quantitative, sustainable and thematic strategies with a special focus on technology and energy. Before joining

Honorary Fellow
ROBERT PARKER

Robert Parker is Chairman of the Asset Management and Investors Council (AMIC), the independent voice of the buy-side within the International Capital Markets Association (ICMA). Bob recently retired from Credit Suisse where he worked for 35 years, as Senior Advisor and Member of Credit Suisse’s Investment Committee advising clients on investment strategy. Bob is a

Through its wholly-owned subsidiary, Werthstein GmbH in Munich, Werthstein AG, Zurich, operates a digital wealth manager. All services offered on werthstein.com are provided by Werthstein GmbH. The management team of Werthstein AG is supported by an Advisory Board.

Management Team

The management team of Werthstein AG, Zurich, consists of the founders Bastian Lossen and Felix Röscheisen.

Advisory Board

The management team of Werthstein AG is supported by a renowned Advisory Board. Its members look back to distinguished careers in Private Banking, Asset Management, Media, and New Technology. They support the management team of Werthstein AG with their advice and help us to build a sustainable and innovative business.

WALTER BERCHTOLD

Since October 1st 2016, Walter Berchtold is CEO of the Falcon Private Bank in Zurich. From March 1015 to September 2016 he was a member of the Board of Directors at Falcon Private Bank. Walter Berchtold looks back to a 30-year-long career in banking. From 2003 to 2012, he was a manager at Credit Suisse,

DR. ROMEO LACHER

Dr. Romeo Lacher is a member of the board of directors of the SIX Swiss Exchange since January 2008 and President of the Board since October 2016.   Since 1990, Dr. Romeo Lacher has held several management positions at Credit Suisse. From 2004 – 2015, he was a member of the Private Banking Committee; 2004

SPIROS MARGARIS

Spiros K. Margaris is a Venture Capitalist & Thought Leader in the FinTech & Insurtech scene. He was ranked #1 FinTech & #2 Insurtech global influencer by Onalytica. Previously, he worked in banking and money management (hedge funds) and launched two start-ups in New York, one of which would nowadays be termed a fintech. He is a frequent speaker at international fintech conferences and publishes articles

SANJIT TALUKDAR

Sanjit is a pioneer in the fund of hedge funds industry and has many decades experience in the business of multi-family offices. Sanjit worked with leading financial institutions including Credit Suisse First Boston Limited, JP Morgan and Foreign and Colonial Emerging Markets Ltd; where he launched, and managed one of the first and largest open-ended

DR. RÜDIGER SCHMID-KÜHNHÖFER

Dr. Schmid-Kühnhöfer serves as Managing Director and Co-Head of the management consulting and corporate finance firm goetzpartners (Schweiz) AG as well as of the investment firm Deutsche Invest Equity Partners GmbH (DIEP). He is Co-founder and Chairman of the Berlin-based real estate asset management firm SITU Asset Management GmbH. Dr. Schmid-Kühnhöfer supports several organizations in financial services and property industries as a board

DR. FRANK WERNER

Frank-B. Werner obtained his doctorate from the Georg-August-University Göttingen with his dissertation titled “short-term exchange rate fluctuations and new markets for exchange rate-hedging instruments”. In autumn 1987, he built the Munich-based Börse Online stock market magazine from the ground up, where he was editor-in-chief in 1988 and 1989. In 1990, he cofounded the Finanzen Verlag,

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